Wachovia Capital Finance
Industry: Company
DescriptionFounded: 2002 Parent organizations: Wells Fargo, Wells Fargo Bank, National Association Subsidiaries: Foothill Capital Corp, Wells Fargo Distribution Finance, LLC
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Wachovia Capital Finance Employees
Employee
Years
Job
Industry
Jeffrey Peckitt Jeffrey Peckitt's Wachovia Capital Finance Experience June 2006 - November 2008
Job Vice President Business Development at Maynards Capital & Maynards Industries
Industry Financial Services
Experience
Maynards Capital & Maynards Industries January 2015 - Present
R&D Capital Inc. January 2013 - December 2014
The Conduit Group October 2008 - December 2014
Wachovia Capital Finance June 2006 - November 2008
AccuVal Associates July 2005 - June 2006
The Danbury Group July 2003 - June 2005
FINOVA Capital Corporation 1998 - 2000
Skills
Asset Based Lending, New Business Development, Sales Management, Direct Sales, Commercial Banking, Financial Advisory, Finance, Marketing, Valuation, Leadership, Loans, Restructuring, Business Development, Due Diligence, Business Strategy, Mergers & Acquisitions, Financial Analysis, Executive Management, Banking, Commercial Lending, Commercial Finance, Investments, Management, Financial Services, Business Acquisition, Business Valuation, Credit, Sales, Portfolio Management, Risk Management, Negotiation, Corporate Finance
Education
Ryerson University 1976 — 1979
Business Administration
Maynards Capital & Maynards Industries January 2015 - Present
R&D Capital Inc. January 2013 - December 2014
The Conduit Group October 2008 - December 2014
Wachovia Capital Finance June 2006 - November 2008
AccuVal Associates July 2005 - June 2006
The Danbury Group July 2003 - June 2005
FINOVA Capital Corporation 1998 - 2000
Skills
Asset Based Lending, New Business Development, Sales Management, Direct Sales, Commercial Banking, Financial Advisory, Finance, Marketing, Valuation, Leadership, Loans, Restructuring, Business Development, Due Diligence, Business Strategy, Mergers & Acquisitions, Financial Analysis, Executive Management, Banking, Commercial Lending, Commercial Finance, Investments, Management, Financial Services, Business Acquisition, Business Valuation, Credit, Sales, Portfolio Management, Risk Management, Negotiation, Corporate Finance
Education
Ryerson University 1976 — 1979
Business Administration
Jason Searle Jason Searle's Wachovia Capital Finance Experience April 2007 - July 2009
Job Account Executive at Wells Fargo
Industry Banking
Experience
Wells Fargo Capital Finance July 2009 - Present
Wachovia Capital Finance April 2007 - July 2009
Wachovia Capital Finance June 2003 - April 2007
Wildlife Conservation Society/Bronx Zoo October 1998 - July 2001
Skills
Commercial Lending, Credit Negotiations, Credit Monitoring, Microsoft Applications, Project Management, Mentoring, Credit Analysis, Loans, Animal Husbandry, Building Relationships, Customer Retention, Credit Risk, Underwriting, Commercial Banking, Banking, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis, Management
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2002
MBA, General Management
North Carolina State University 1995 — 1998
MS, Zoology
State University of New York College at Geneseo 1991 — 1995
BS, Biology
Shenendehowa High School 1987 — 1991
High School Diploma
Wells Fargo Capital Finance July 2009 - Present
Wachovia Capital Finance April 2007 - July 2009
Wachovia Capital Finance June 2003 - April 2007
Wildlife Conservation Society/Bronx Zoo October 1998 - July 2001
Skills
Commercial Lending, Credit Negotiations, Credit Monitoring, Microsoft Applications, Project Management, Mentoring, Credit Analysis, Loans, Animal Husbandry, Building Relationships, Customer Retention, Credit Risk, Underwriting, Commercial Banking, Banking, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis, Management
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2002
MBA, General Management
North Carolina State University 1995 — 1998
MS, Zoology
State University of New York College at Geneseo 1991 — 1995
BS, Biology
Shenendehowa High School 1987 — 1991
High School Diploma
John (Brooks) Sullivan's Wachovia Capital Finance Experience 1997 - 2003
Job Adviser to private companies.
Industry Financial Services
Experience
Webster Associates 2004 - Present
Congress Financial/Wachovia 1997 - 2003
Wachovia Capital Finance 1997 - 2003
Citizens Bank 1995 - 1997
shawmut bank 1990 - 1993
Chase Manhattan 1988 - 1991
Prudential Financial 1971 - 1980
Prudential Financial 1971 - 1980
Skills
Insurance, Commercial Lending, Asset Based Lending, Credit, Loan Origination, Cash Flow, Investment Banking, Management, Real Estate, Banking, Mutual Funds, Portfolio Management, Loans, Investments, Finance
Education
Boston College
BS, Accounting
Boston College
Webster Associates 2004 - Present
Congress Financial/Wachovia 1997 - 2003
Wachovia Capital Finance 1997 - 2003
Citizens Bank 1995 - 1997
shawmut bank 1990 - 1993
Chase Manhattan 1988 - 1991
Prudential Financial 1971 - 1980
Prudential Financial 1971 - 1980
Skills
Insurance, Commercial Lending, Asset Based Lending, Credit, Loan Origination, Cash Flow, Investment Banking, Management, Real Estate, Banking, Mutual Funds, Portfolio Management, Loans, Investments, Finance
Education
Boston College
BS, Accounting
Boston College
Jerra Fortner's Wachovia Capital Finance Experience April 2007 - November 2009
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey November 2009 - Present
Wachovia Capital Finance April 2007 - November 2009
Wachovia Capital Finance April 2004 - April 2007
Wachovia Capital Finance November 2000 - April 2004
Skills
Asset Based Lending, Credit, Underwriting, Loans, Portfolio Management, Debt Restructuring, LBO, Middle Market, Credit Analysis, Financial Structuring, Private Equity, Banking, Loan Origination, Credit Risk, Capital Markets, Recapitalizations, Commercial Banking, Mergers & Acquisitions, Corporate Finance, Commercial Lending, Financial Modeling, Leveraged Finance, Due Diligence, Valuation, Investment Banking, Structured Finance, Investments, Finance, Asset Management, Financial Analysis, Equities, Treasury Management, Restructuring
Education
Stetson University 1995 — 1999
BBA, Finance w/Minors in Applied Statistics and Business Law
SunTrust Robinson Humphrey November 2009 - Present
Wachovia Capital Finance April 2007 - November 2009
Wachovia Capital Finance April 2004 - April 2007
Wachovia Capital Finance November 2000 - April 2004
Skills
Asset Based Lending, Credit, Underwriting, Loans, Portfolio Management, Debt Restructuring, LBO, Middle Market, Credit Analysis, Financial Structuring, Private Equity, Banking, Loan Origination, Credit Risk, Capital Markets, Recapitalizations, Commercial Banking, Mergers & Acquisitions, Corporate Finance, Commercial Lending, Financial Modeling, Leveraged Finance, Due Diligence, Valuation, Investment Banking, Structured Finance, Investments, Finance, Asset Management, Financial Analysis, Equities, Treasury Management, Restructuring
Education
Stetson University 1995 — 1999
BBA, Finance w/Minors in Applied Statistics and Business Law
Gonzalo R. Donoso's Wachovia Capital Finance Experience 2008 - 2008
Job Corporate Field Examiner III, AVP at PNC Bank
Industry Financial Services
Experience
PNC August 2012 - Present
Beacon Hill Consulting LLC August 2008 - August 2012
Wells Fargo Business Credit - Boston, MA June 2000 - March 2008
Wachovia Capital Finance 2008 - 2008
US Trust, Boston, MA 1998 - 2000
Skills
Asset Based Lending, Credit Analysis, Underwriting, Financial Analysis, Accounts Receivable, Accounts Payable, Accruals, Gross Profit Analysis, Inventory Analysis, Inventory Valuation, Invoice Verification, Lines Of Credit, Analytics, Credit, General Ledger, Credit Risk, Risk Assessment, Risk Management, Banking, Finance, Commercial Lending, Factoring, Asset Writer, Ex-Im, Relationship Management, Commercial Finance, Commercial Banking, Small Business Lending, Portfolio Management, Corporate Finance, Financial Statements, Account Reconciliation, Cash Flow, Treasury Management
Education
Quincy College 1991 — 1994
Business Administration, Accounting
University of Massachusetts Boston
PNC August 2012 - Present
Beacon Hill Consulting LLC August 2008 - August 2012
Wells Fargo Business Credit - Boston, MA June 2000 - March 2008
Wachovia Capital Finance 2008 - 2008
US Trust, Boston, MA 1998 - 2000
Skills
Asset Based Lending, Credit Analysis, Underwriting, Financial Analysis, Accounts Receivable, Accounts Payable, Accruals, Gross Profit Analysis, Inventory Analysis, Inventory Valuation, Invoice Verification, Lines Of Credit, Analytics, Credit, General Ledger, Credit Risk, Risk Assessment, Risk Management, Banking, Finance, Commercial Lending, Factoring, Asset Writer, Ex-Im, Relationship Management, Commercial Finance, Commercial Banking, Small Business Lending, Portfolio Management, Corporate Finance, Financial Statements, Account Reconciliation, Cash Flow, Treasury Management
Education
Quincy College 1991 — 1994
Business Administration, Accounting
University of Massachusetts Boston
Victor Weishaw Wang's Wachovia Capital Finance Experience December 2007 - September 2009
Job Senior Director of Credit Risk and Recovery
Industry Financial Services
Experience
Capital Partners Services February 2014 - Present
Banco Popular de Puerto Rico April 2013 - January 2014
J-Tek Corporation September 2009 - February 2013
Citi Orient Securities June 2012 - January 2013
Pingshow, Inc. June 2011 - September 2011
Wachovia Capital Finance December 2007 - September 2009
Pacific Mercantile Bank September 2006 - June 2007
Union Bank of California August 2005 - September 2006
Skills
Asset Based Lending, Trade Finance, Real Estate, Commercial Credit, Factoring, Investment Properties, Small Business Lending, Commercial Lending, Letters Of Credit, Credit Analysis, Financial Analysis, Business Valuation, Valuation, Strategy, Commercial Banking, Credit, Banking, Loans, Finance, Investments, Risk Management, Portfolio Management, Management, Leadership, Analysis, Credit Risk, Financial Risk
Education
Torrey Pines High School 1994 — 1998
diploma
University of California, Los Angeles 1998 — 2005
Sociology, Education Specialization
The University of British Columbia 2011 — 2013
International Masters of Business Administration, IMBA, 3.70
Capital Partners Services February 2014 - Present
Banco Popular de Puerto Rico April 2013 - January 2014
J-Tek Corporation September 2009 - February 2013
Citi Orient Securities June 2012 - January 2013
Pingshow, Inc. June 2011 - September 2011
Wachovia Capital Finance December 2007 - September 2009
Pacific Mercantile Bank September 2006 - June 2007
Union Bank of California August 2005 - September 2006
Skills
Asset Based Lending, Trade Finance, Real Estate, Commercial Credit, Factoring, Investment Properties, Small Business Lending, Commercial Lending, Letters Of Credit, Credit Analysis, Financial Analysis, Business Valuation, Valuation, Strategy, Commercial Banking, Credit, Banking, Loans, Finance, Investments, Risk Management, Portfolio Management, Management, Leadership, Analysis, Credit Risk, Financial Risk
Education
Torrey Pines High School 1994 — 1998
diploma
University of California, Los Angeles 1998 — 2005
Sociology, Education Specialization
The University of British Columbia 2011 — 2013
International Masters of Business Administration, IMBA, 3.70
Sunil John, M.S. Sunil John, M.S.'s Wachovia Capital Finance Experience June 2003 - April 2006
Job Senior Applications Analyst Specialist Epic Optimization Team at NorthShore University HealthSystem
Industry Hospital & Health Care
Experience
NorthShore University HealthSystem November 2014 - Present
NorthShore University HealthSystem October 2012 - November 2014
NorthShore University HealthSystem June 2011 - October 2012
Hospira, Inc September 2008 - June 2011
Rush University Medical Center May 2006 - September 2008
Wachovia Capital Finance June 2003 - April 2006
Skills
Healthcare Information..., Healthcare, Healthcare Management, EHR, Epic Systems, Informatics, Hospitals, Project Management, Analysis, EMR, HIPAA, Data Analysis, Process Improvement, Software Documentation, Training, Clinical Research, SPSS
Education
Rush University
Master's Degree, Health Systems Management
DeVry University
Bachelor's Degree, Business Administration
NorthShore University HealthSystem November 2014 - Present
NorthShore University HealthSystem October 2012 - November 2014
NorthShore University HealthSystem June 2011 - October 2012
Hospira, Inc September 2008 - June 2011
Rush University Medical Center May 2006 - September 2008
Wachovia Capital Finance June 2003 - April 2006
Skills
Healthcare Information..., Healthcare, Healthcare Management, EHR, Epic Systems, Informatics, Hospitals, Project Management, Analysis, EMR, HIPAA, Data Analysis, Process Improvement, Software Documentation, Training, Clinical Research, SPSS
Education
Rush University
Master's Degree, Health Systems Management
DeVry University
Bachelor's Degree, Business Administration
Charles J. Wyrwa III Charles J. Wyrwa III's Wachovia Capital Finance Experience April 2002 - September 2003
Job Senior Vice President/Santander US
Industry Banking
Experience
Santander US September 2013 - Present
First Niagara Commercial Finance January 2010 - August 2013
Greystone Business Credit II May 2007 - February 2009
CapitalSource September 2003 - February 2007
Wachovia Capital Finance April 2002 - September 2003
Heller Financial/GE Capital July 2000 - April 2002
Fleet Capital/Shawmut Capital/Barclays Business Credit August 1985 - July 2000
Heller Financial March 1982 - August 1985
Gordon Harrington & Osborn, CPAs February 1980 - February 1982
Town of Harrison, Harrison N.J. July 1978 - December 1979
Skills
Loan Origination, Negotiation, Analysis, Factoring, Healthcare, Commercial Lending, Team Leadership, Strategic Planning, Crisis Communications, Management, Crisis Intervention, Leadership Development, Crisis Management, Business Writing, Asset Based Lending, New Business Development, Due Diligence, Financial Analysis, Cash Flow, Credit, Cash Management, Financial Risk, Investments, Loans, Structured Finance, Funding, Cash Flow Lending, Middle Market, Credit Analysis, Financial Structuring, Small Business Lending, Commercial Banking, Leveraged Finance
Education
Merrimack College 1974 — 1978
Bachelors, Accounting
Santander US September 2013 - Present
First Niagara Commercial Finance January 2010 - August 2013
Greystone Business Credit II May 2007 - February 2009
CapitalSource September 2003 - February 2007
Wachovia Capital Finance April 2002 - September 2003
Heller Financial/GE Capital July 2000 - April 2002
Fleet Capital/Shawmut Capital/Barclays Business Credit August 1985 - July 2000
Heller Financial March 1982 - August 1985
Gordon Harrington & Osborn, CPAs February 1980 - February 1982
Town of Harrison, Harrison N.J. July 1978 - December 1979
Skills
Loan Origination, Negotiation, Analysis, Factoring, Healthcare, Commercial Lending, Team Leadership, Strategic Planning, Crisis Communications, Management, Crisis Intervention, Leadership Development, Crisis Management, Business Writing, Asset Based Lending, New Business Development, Due Diligence, Financial Analysis, Cash Flow, Credit, Cash Management, Financial Risk, Investments, Loans, Structured Finance, Funding, Cash Flow Lending, Middle Market, Credit Analysis, Financial Structuring, Small Business Lending, Commercial Banking, Leveraged Finance
Education
Merrimack College 1974 — 1978
Bachelors, Accounting
Andrew Robin Andrew Robin's Wachovia Capital Finance Experience January 1981 - December 2009
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2011 - Present
Wells Fargo Capital Finance January 2009 - September 2011
Wachovia Capital Finance January 1981 - December 2009
Education
LIU Brooklyn
Goldman Sachs September 2011 - Present
Wells Fargo Capital Finance January 2009 - September 2011
Wachovia Capital Finance January 1981 - December 2009
Education
LIU Brooklyn
Shirley Suurdt's Wachovia Capital Finance Experience January 2003 - May 2005
Job Director, Finance Inventory and Source Revenues at Sears Canada
Industry Retail
Experience
Sears Canada October 2012 - Present
CIBC Asset-Based Lending Inc. September 2009 - May 2010
CIT Business Credit May 2005 - September 2009
Wachovia Capital Finance January 2003 - May 2005
Skills
Analysis, Corporate Finance, Credit, Loans, Financial Analysis, Financial Structuring
Education
Wilfrid Laurier University 2006 — 2009
MBA
Ryerson University 2002 — 2005
Bachelor of Commerce
Sears Canada October 2012 - Present
CIBC Asset-Based Lending Inc. September 2009 - May 2010
CIT Business Credit May 2005 - September 2009
Wachovia Capital Finance January 2003 - May 2005
Skills
Analysis, Corporate Finance, Credit, Loans, Financial Analysis, Financial Structuring
Education
Wilfrid Laurier University 2006 — 2009
MBA
Ryerson University 2002 — 2005
Bachelor of Commerce
Conrad Lauten's Wachovia Capital Finance Experience January 2000 - March 2007
Job SVP at Atlantic Capital Bank
Industry Banking
Experience
Atlantic Capital Bank March 2007 - Present
Wachovia Capital Finance January 2000 - March 2007
NationsBank Business Credit 1990 - 1993
Education
University of North Carolina at Chapel Hill 1973 — 1977
bsba, Business Administration
Madison Mayodan High School 1970 — 1973
Atlantic Capital Bank March 2007 - Present
Wachovia Capital Finance January 2000 - March 2007
NationsBank Business Credit 1990 - 1993
Education
University of North Carolina at Chapel Hill 1973 — 1977
bsba, Business Administration
Madison Mayodan High School 1970 — 1973
Adam Salter's Wachovia Capital Finance Experience July 2000 - October 2005
Job TPG Specialty Lending
Industry Capital Markets
Experience
TPG Special Situations Partners May 2015 - Present
Wells Fargo Capital Finance March 2010 - May 2015
GB Merchant Partners May 2007 - March 2010
CapitalSource Finance LLC 2005 - 2006
Wachovia Capital Finance July 2000 - October 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA, Finance
Bentley University 1996 — 2000
B.S., Finance
TPG Special Situations Partners May 2015 - Present
Wells Fargo Capital Finance March 2010 - May 2015
GB Merchant Partners May 2007 - March 2010
CapitalSource Finance LLC 2005 - 2006
Wachovia Capital Finance July 2000 - October 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA, Finance
Bentley University 1996 — 2000
B.S., Finance
Oliver Hadley's Wachovia Capital Finance Experience July 2004 - July 2006
Job Law Student at Tulane University Law School
Industry Legal Services
Experience
Tulane University Law School August 2011 - Present
The Justice Center June 2013 - August 2013
Leger & Shaw June 2012 - August 2012
Hadley Consulting March 2009 - August 2011
Fox Filmed Entertainment September 2007 - March 2009
Wachovia Capital Finance July 2004 - July 2006
Skills
New Media, Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Financial Analysis, Business Planning, Corporate Development, Investment Banking, Analysis, New Business Development, Negotiation, Executive Management, Joint Ventures, Licensing, Valuation, Research, Loans, Venture Capital, Analytics
Education
Tulane University Law School 2011 — 2014
Juris Doctor Candidate
University of Pennsylvania - The Wharton School 1998 — 2003
BS, Wharton
Chadwick High School 1994 — 1998
HS
Tulane University Law School August 2011 - Present
The Justice Center June 2013 - August 2013
Leger & Shaw June 2012 - August 2012
Hadley Consulting March 2009 - August 2011
Fox Filmed Entertainment September 2007 - March 2009
Wachovia Capital Finance July 2004 - July 2006
Skills
New Media, Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Financial Analysis, Business Planning, Corporate Development, Investment Banking, Analysis, New Business Development, Negotiation, Executive Management, Joint Ventures, Licensing, Valuation, Research, Loans, Venture Capital, Analytics
Education
Tulane University Law School 2011 — 2014
Juris Doctor Candidate
University of Pennsylvania - The Wharton School 1998 — 2003
BS, Wharton
Chadwick High School 1994 — 1998
HS
Madalyn Gawelczyk's Wachovia Capital Finance Experience August 2003 - August 2008
Job Supervisor Disbursements at TTX Company
Industry Transportation/Trucking/Railroad
Experience
TTX Company August 2012 - Present
TTX Company August 2011 - August 2012
TTX Company August 2008 - August 2011
Wachovia Capital Finance August 2003 - August 2008
Skills
Accounts Payable, Forecasting, Budgets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
Master's of Accountancy, Accounting
DePaul University 1999 — 2003
Bachelor's degree, Accounting
TTX Company August 2012 - Present
TTX Company August 2011 - August 2012
TTX Company August 2008 - August 2011
Wachovia Capital Finance August 2003 - August 2008
Skills
Accounts Payable, Forecasting, Budgets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
Master's of Accountancy, Accounting
DePaul University 1999 — 2003
Bachelor's degree, Accounting
Monique V. Lawton's Wachovia Capital Finance Experience March 2007 - July 2011
Job Loan Administration Manager at Wells Fargo Capital Finance, VP
Industry Banking
Experience
Wells Fargo Capital Finance 2013 - Present
Wells Fargo Capital Finance July 2011 - June 2013
Wachovia Capital Finance March 2007 - July 2011
Wachovia Capital Finance September 2002 - March 2007
Wachovia Bank, NA August 2001 - September 2002
SouthTrust Bank March 1994 - August 2001
Skills
Customer Service, Banking, Management, Microsoft Office, Leadership, Risk Management, Sales, Financial Analysis, Credit, Business Analysis
Education
Morris Brown College 1992 — 1997
Bachelor's Degree, Architecture, Cum Laude Graduate
Wells Fargo Capital Finance 2013 - Present
Wells Fargo Capital Finance July 2011 - June 2013
Wachovia Capital Finance March 2007 - July 2011
Wachovia Capital Finance September 2002 - March 2007
Wachovia Bank, NA August 2001 - September 2002
SouthTrust Bank March 1994 - August 2001
Skills
Customer Service, Banking, Management, Microsoft Office, Leadership, Risk Management, Sales, Financial Analysis, Credit, Business Analysis
Education
Morris Brown College 1992 — 1997
Bachelor's Degree, Architecture, Cum Laude Graduate
Jacquelynne O'Connell's Wachovia Capital Finance Experience October 2008 - May 2010
Job Learning & Development Consultant at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance March 2011 - Present
Wells Fargo Capital Finance May 2010 - March 2011
Wachovia Capital Finance October 2008 - May 2010
Wachovia Capital Finance November 2007 - October 2008
Wachovia Capital Finance October 2006 - November 2007
Wachovia Capital Finance June 2005 - October 2006
Levin Management August 2004 - June 2005
Skills
Credit, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Finance
Education
Pace University 2007 — 2009
MBA, Finance
University of Delaware 2000 — 2004
BS, Finance
Wells Fargo Capital Finance March 2011 - Present
Wells Fargo Capital Finance May 2010 - March 2011
Wachovia Capital Finance October 2008 - May 2010
Wachovia Capital Finance November 2007 - October 2008
Wachovia Capital Finance October 2006 - November 2007
Wachovia Capital Finance June 2005 - October 2006
Levin Management August 2004 - June 2005
Skills
Credit, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Finance
Education
Pace University 2007 — 2009
MBA, Finance
University of Delaware 2000 — 2004
BS, Finance
Sebastien Moreau-Hernandez's Wachovia Capital Finance Experience May 2003 - October 2004
Job Director RBC Capital Markets Asset Based Lending
Industry Investment Banking
Experience
RBC Capital Markets January 2012 - Present
RBC Capital Markets March 2008 - January 2012
MagIndustries Corp. July 2007 - March 2008
CIT Business Credit Canada Inc, October 2004 - July 2007
Wachovia Capital Finance May 2003 - October 2004
Cascades May 1999 - May 2003
Skills
Commercial Banking, Accounting, Due Diligence, Credit Risk, Banking, Financial Modeling, Credit, Corporate Finance, Financial Analysis, Financial Reporting, Asset Based Lending, Credit Analysis, Auditing, Internal Controls, Valuation, Private Equity
Education
Certified Management Accountant 2000 — 2002
CMA
Concordia University 1994 — 1999
B.Comm., Accounting
RBC Capital Markets January 2012 - Present
RBC Capital Markets March 2008 - January 2012
MagIndustries Corp. July 2007 - March 2008
CIT Business Credit Canada Inc, October 2004 - July 2007
Wachovia Capital Finance May 2003 - October 2004
Cascades May 1999 - May 2003
Skills
Commercial Banking, Accounting, Due Diligence, Credit Risk, Banking, Financial Modeling, Credit, Corporate Finance, Financial Analysis, Financial Reporting, Asset Based Lending, Credit Analysis, Auditing, Internal Controls, Valuation, Private Equity
Education
Certified Management Accountant 2000 — 2002
CMA
Concordia University 1994 — 1999
B.Comm., Accounting
Richard Cini's Wachovia Capital Finance Experience June 1993 - Present
Job Managing Director at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Bank August 1993 - Present
Wachovia Capital Finance June 1993 - Present
Wachovia, A Wells Fargo Company 1993 - Present
CIT August 1989 - June 1993
Skills
Credit, Management, Underwriting, Portfolio Management, Financial Analysis, Finance, Credit Analysis, Capital Markets, Banking, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Finance
Garden City HS 1982 — 1985
Wells Fargo Bank August 1993 - Present
Wachovia Capital Finance June 1993 - Present
Wachovia, A Wells Fargo Company 1993 - Present
CIT August 1989 - June 1993
Skills
Credit, Management, Underwriting, Portfolio Management, Financial Analysis, Finance, Credit Analysis, Capital Markets, Banking, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Finance
Garden City HS 1982 — 1985
Holly Passi's Wachovia Capital Finance Experience March 2001 - March 2007
Job Neuropsychology Extern at Jesse Brown VA Medical Center
Industry Mental Health Care
Experience
Jesse Brown VA Medical Center July 2009 - Present
Michael Reese Care Program July 2008 - November 2009
Wachovia Capital Finance March 2001 - March 2007
Education
Roosevelt University 2007 — 2012
Psy.D, Clinical Psychology
Jesse Brown VA Medical Center July 2009 - Present
Michael Reese Care Program July 2008 - November 2009
Wachovia Capital Finance March 2001 - March 2007
Education
Roosevelt University 2007 — 2012
Psy.D, Clinical Psychology
Holly Kaczmarczyk's Wachovia Capital Finance Experience 2007 - 2009
Job Chief Executive Officer at Wells Fargo Bank International (a whollyowned subsidiary of Wells Fargo Bank, N.A,)
Industry Banking
Experience
Wells Fargo Bank International (a wholly-owned subsidiary of Wells Fargo Bank, N.A,) April 2014 - Present
Wells Fargo Bank 2010 - 2014
Wachovia Capital Finance 2007 - 2009
Wachovia Capital Finance 2004 - 2007
Wachovia Capital Finance 2002 - 2004
GE Capital 1997 - 2002
RBC 1990 - 1997
Skills
Commercial Lending, Asset Based Lending, Loans, Credit Analysis, Credit, Banking, Loan Origination, Commercial Banking, Portfolio Management, Underwriting, Capital Markets, Middle Market, Credit Risk, Lines Of Credit, Risk Management, Financial Risk, Small Business Lending, Corporate Finance, Treasury Management
Education
American Graduate School of International Management 1987 — 1989
Master's degree, International Management
Millikin University 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Wells Fargo Bank International (a wholly-owned subsidiary of Wells Fargo Bank, N.A,) April 2014 - Present
Wells Fargo Bank 2010 - 2014
Wachovia Capital Finance 2007 - 2009
Wachovia Capital Finance 2004 - 2007
Wachovia Capital Finance 2002 - 2004
GE Capital 1997 - 2002
RBC 1990 - 1997
Skills
Commercial Lending, Asset Based Lending, Loans, Credit Analysis, Credit, Banking, Loan Origination, Commercial Banking, Portfolio Management, Underwriting, Capital Markets, Middle Market, Credit Risk, Lines Of Credit, Risk Management, Financial Risk, Small Business Lending, Corporate Finance, Treasury Management
Education
American Graduate School of International Management 1987 — 1989
Master's degree, International Management
Millikin University 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Jayne Weingart's Wachovia Capital Finance Experience October 1994 - July 2007
Job Independent Banking Professional
Industry Banking
Experience
Merrill Lynch October 2008 - October 2009
Wachovia Capital Finance October 1994 - July 2007
Education
Eastern Illinois University 1978 — 1982
B.S., Accounting, Finance
Merrill Lynch October 2008 - October 2009
Wachovia Capital Finance October 1994 - July 2007
Education
Eastern Illinois University 1978 — 1982
B.S., Accounting, Finance
Lori Hilker's Wachovia Capital Finance Experience 2003 - 2008
Job Vice President at Bank of America Business Capital
Industry Financial Services
Experience
Bank of America Business Capital November 2008 - Present
Wacovia Capital Finance Corporation May 2003 - November 2008
Wachovia Capital Finance 2003 - 2008
CIT August 2001 - May 2003
Wells Fargo Business Credit May 1996 - August 2001
M&I Bank April 1993 - May 1996
Education
Edgewood College 1989 — 1993
BS, Accounting
Bank of America Business Capital November 2008 - Present
Wacovia Capital Finance Corporation May 2003 - November 2008
Wachovia Capital Finance 2003 - 2008
CIT August 2001 - May 2003
Wells Fargo Business Credit May 1996 - August 2001
M&I Bank April 1993 - May 1996
Education
Edgewood College 1989 — 1993
BS, Accounting
Kyle Gillen's Wachovia Capital Finance Experience May 2008 - August 2008
Job Manager of Financial Planning and Analysis at Project Frog
Industry Building Materials
Experience
Project Frog July 2015 - Present
MHT MidSpan March 2013 - June 2015
Pharus Advisors, LLC December 2010 - December 2012
Wachovia Capital Finance May 2008 - August 2008
Skills
Investment Banking, Mergers, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, Due Diligence, M&A experience, M&A execution, Mergers
Education
University of Florida 2006 — 2010
Bachelor of Science, Business Administration - Finance
Project Frog July 2015 - Present
MHT MidSpan March 2013 - June 2015
Pharus Advisors, LLC December 2010 - December 2012
Wachovia Capital Finance May 2008 - August 2008
Skills
Investment Banking, Mergers, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, Due Diligence, M&A experience, M&A execution, Mergers
Education
University of Florida 2006 — 2010
Bachelor of Science, Business Administration - Finance
Anthony DiChiara's Wachovia Capital Finance Experience August 2006 - February 2009
Job Executive Vice President at Gibraltar Business Capital
Industry Banking
Experience
Gibraltar Business Capital April 2015 - Present
Citibank, N.A. Asset Based Lending June 2013 - April 2015
Capital One Leverage Finance February 2009 - June 2013
Wachovia Capital Finance August 2006 - February 2009
Merrill Lynch Capital March 2003 - August 2006
Heller Financial/GE Capital July 2000 - March 2003
Fleet Capital Corp. March 1995 - July 2000
Ernst & Young ShinNihon September 1992 - March 1995
Skills
Middle Market, Investment Banking, Private Equity, Valuation, Asset Based Lending, Financial Modeling, Portfolio Management, Underwriting, Business Development, Leveraged Finance
Education
University of Notre Dame 1990 — 1992
BBA, Accounting
Lafayette College 1988 — 1990
Economics
Gibraltar Business Capital April 2015 - Present
Citibank, N.A. Asset Based Lending June 2013 - April 2015
Capital One Leverage Finance February 2009 - June 2013
Wachovia Capital Finance August 2006 - February 2009
Merrill Lynch Capital March 2003 - August 2006
Heller Financial/GE Capital July 2000 - March 2003
Fleet Capital Corp. March 1995 - July 2000
Ernst & Young ShinNihon September 1992 - March 1995
Skills
Middle Market, Investment Banking, Private Equity, Valuation, Asset Based Lending, Financial Modeling, Portfolio Management, Underwriting, Business Development, Leveraged Finance
Education
University of Notre Dame 1990 — 1992
BBA, Accounting
Lafayette College 1988 — 1990
Economics
Keith Moss's Wachovia Capital Finance Experience March 2007 - September 2009
Job AVP Sr. Collateral Analyst at Capital One Leverage Finance
Industry Financial Services
Experience
Capital One Leverage Finance October 2010 - Present
Wachovia Capital Finance March 2007 - September 2009
Wachovia Capital Finance July 2005 - February 2007
Emigrant Savings Bank December 2004 - June 2005
Victoria Mutual Building Society June 2001 - September 2004
Skills
Financial Analysis, Portfolio Management, Credit Analysis, Loans, Credit, Banking, Microsoft Office, Commercial Banking, Credit Risk, Commercial Lending, Asset Based Lending, Finance
Education
Nova Southeastern University 2010 — 2012
MBA, Management
University of the West Indies 1998 — 2002
BS, Management and Accounting
Jamaican Institute of Management
Supervisory Management
Capital One Leverage Finance October 2010 - Present
Wachovia Capital Finance March 2007 - September 2009
Wachovia Capital Finance July 2005 - February 2007
Emigrant Savings Bank December 2004 - June 2005
Victoria Mutual Building Society June 2001 - September 2004
Skills
Financial Analysis, Portfolio Management, Credit Analysis, Loans, Credit, Banking, Microsoft Office, Commercial Banking, Credit Risk, Commercial Lending, Asset Based Lending, Finance
Education
Nova Southeastern University 2010 — 2012
MBA, Management
University of the West Indies 1998 — 2002
BS, Management and Accounting
Jamaican Institute of Management
Supervisory Management
Stacey Alatis's Wachovia Capital Finance Experience 2004 - 2010
Job Managing Director at AloStar Business Credit
Industry Financial Services
Experience
AloStar Business Credit 2012 - Present
Regions Business Capital 2009 - 2012
Wachovia Capital Finance 2004 - 2010
GE Capital Commercial Finance 1997 - 2001
Jet Die & Development / 2NDSON Acquisition Corp. 1990 - 1996
Bayerische Vereinsbank AG / Union Bank of Bavaria 1984 - 1990
AmeriTrust Company, NA 1980 - 1984
Skills
Asset Based Lending, Commercial Lending, Finance, Management, Mergers & Acquisitions, Capital Markets, Cash Flow, Middle Market, Financial Modeling, Valuation, Financial Analysis, Leveraged Finance, Investments, New Business Development, Investment Banking, Portfolio Management, Business Development, Mergers, Financial Institutions, Manufacturing, Turn Around Management, Due Diligence
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Banking & Finance
Macalester College
BA, Economics & Finance
University School
AloStar Business Credit 2012 - Present
Regions Business Capital 2009 - 2012
Wachovia Capital Finance 2004 - 2010
GE Capital Commercial Finance 1997 - 2001
Jet Die & Development / 2NDSON Acquisition Corp. 1990 - 1996
Bayerische Vereinsbank AG / Union Bank of Bavaria 1984 - 1990
AmeriTrust Company, NA 1980 - 1984
Skills
Asset Based Lending, Commercial Lending, Finance, Management, Mergers & Acquisitions, Capital Markets, Cash Flow, Middle Market, Financial Modeling, Valuation, Financial Analysis, Leveraged Finance, Investments, New Business Development, Investment Banking, Portfolio Management, Business Development, Mergers, Financial Institutions, Manufacturing, Turn Around Management, Due Diligence
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Banking & Finance
Macalester College
BA, Economics & Finance
University School
Brian O'Fallon's Wachovia Capital Finance Experience November 2000 - February 2006
Job Portfolio Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank Senior Account ExecutiveTextron FinancialFebruary 2006 - May 2007
Wachovia Capital Finance November 2000 - February 2006
Bank of America Business capital August 1978 - October 2000
Skills
Factoring, Banking, Financial Modeling, Commercial Banking, Portfolio Management, Credit Analysis, Underwriting, Cash Flow, Management, Small Business Lending, Credit, Loans, Asset Based Lending, Financial Analysis, Leadership, Lines Of Credit, Analysis, Structured Finance, Commercial Lending, Finance, Financial Structuring, Cash Flow Lending, Credit Risk, Loan Origination, Middle Market, Commercial Finance
Education
Belmont Abbey College 1973 — 1976
Undergraduate, Accounting
SunTrust Bank Senior Account ExecutiveTextron FinancialFebruary 2006 - May 2007
Wachovia Capital Finance November 2000 - February 2006
Bank of America Business capital August 1978 - October 2000
Skills
Factoring, Banking, Financial Modeling, Commercial Banking, Portfolio Management, Credit Analysis, Underwriting, Cash Flow, Management, Small Business Lending, Credit, Loans, Asset Based Lending, Financial Analysis, Leadership, Lines Of Credit, Analysis, Structured Finance, Commercial Lending, Finance, Financial Structuring, Cash Flow Lending, Credit Risk, Loan Origination, Middle Market, Commercial Finance
Education
Belmont Abbey College 1973 — 1976
Undergraduate, Accounting
Edwond Grier's Wachovia Capital Finance Experience April 2003 - July 2005
Job Consultant, Due Diligence Analyst, ABL Finance Examiner
Industry Financial Services
Experience
ECG COLLATERAL SERVICES, INC July 2005 - Present
Wachovia Capital Finance April 2003 - July 2005
Bank of America April 1996 - September 2003
Bank of America July 1996 - April 1999
Chase Bank July 1992 - September 1996
Chemical Banking Corp. June 1989 - July 1992
Skills
Collateral Analyst, Financial Statement..., Credit Analysis, Credit Underwriting, Credit Risk, Due Diligence, Asset Based Lending, Cash Flow Forecasting, Business Valuation, LBO M&A Modeling, M&A Modeling, Internal Audit, Financial Analysis, Accounting, Underwriting, Risk Management, Structured Finance, Auditing, Financial Accounting, Commercial Lending, Executive Management, Loans, Cash Flow, Corporate Finance, Financial Services, Credit, Finance, Financial Risk, Analysis, Banking, Portfolio Management, Management, Strategy, Financial Modeling, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA
Investment Banking Institute 2012 — 2012
Morehouse College 1985 — 1989
Bachelor
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Morehouse College, Business Administration
ECG COLLATERAL SERVICES, INC July 2005 - Present
Wachovia Capital Finance April 2003 - July 2005
Bank of America April 1996 - September 2003
Bank of America July 1996 - April 1999
Chase Bank July 1992 - September 1996
Chemical Banking Corp. June 1989 - July 1992
Skills
Collateral Analyst, Financial Statement..., Credit Analysis, Credit Underwriting, Credit Risk, Due Diligence, Asset Based Lending, Cash Flow Forecasting, Business Valuation, LBO M&A Modeling, M&A Modeling, Internal Audit, Financial Analysis, Accounting, Underwriting, Risk Management, Structured Finance, Auditing, Financial Accounting, Commercial Lending, Executive Management, Loans, Cash Flow, Corporate Finance, Financial Services, Credit, Finance, Financial Risk, Analysis, Banking, Portfolio Management, Management, Strategy, Financial Modeling, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA
Investment Banking Institute 2012 — 2012
Morehouse College 1985 — 1989
Bachelor
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Morehouse College, Business Administration
Angelo Fougy's Wachovia Capital Finance Experience February 2005 - February 2007
Job Collateral Examiner at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance June 2007 - Present
Wachovia Capital Finance February 2005 - February 2007
Skills
Auditing, Credit, Analysis, Microsoft Excel, Accounts Receivable, Accounting, Banking, Financial Analysis, Finance, Loans, Credit Analysis, Microsoft Word, Account Reconciliation, Internal Controls, Corporate Finance, Risk Management, Financial Modeling
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2004
MS
St. John's University 1999 — 2003
B.S
Wells Fargo Capital Finance June 2007 - Present
Wachovia Capital Finance February 2005 - February 2007
Skills
Auditing, Credit, Analysis, Microsoft Excel, Accounts Receivable, Accounting, Banking, Financial Analysis, Finance, Loans, Credit Analysis, Microsoft Word, Account Reconciliation, Internal Controls, Corporate Finance, Risk Management, Financial Modeling
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2004
MS
St. John's University 1999 — 2003
B.S
Frank Tumbarello's Wachovia Capital Finance Experience January 2006 - January 2008
Job Vice President / Relationship Manager at Sterling National Bank
Industry Banking
Experience
Sterling National Bank February 2012 - Present
Sun National Bank September 2011 - December 2011
Sun National Bank August 2009 - September 2011
Greystone Business Credit January 2008 - July 2009
Wachovia Capital Finance January 2006 - January 2008
Wachovia Capital Finance July 2004 - December 2005
Skills
Asset Based Lending, Credit Analysis, Financial Analysis, Portfolio Management, Accounts Receivable, Business Analysis, Underwriting, Financial Services, Banking, Credit, Commercial Lending, Finance, Loans, Financial Risk, Small Business Lending, Credit Risk
Education
City University of New York-College of Staten Island 2000 — 2004
Bachelor of Science, Finance
City University of New York-College of Staten Island 2000 — 2004
Bachelor of Science, Economics
Sterling National Bank February 2012 - Present
Sun National Bank September 2011 - December 2011
Sun National Bank August 2009 - September 2011
Greystone Business Credit January 2008 - July 2009
Wachovia Capital Finance January 2006 - January 2008
Wachovia Capital Finance July 2004 - December 2005
Skills
Asset Based Lending, Credit Analysis, Financial Analysis, Portfolio Management, Accounts Receivable, Business Analysis, Underwriting, Financial Services, Banking, Credit, Commercial Lending, Finance, Loans, Financial Risk, Small Business Lending, Credit Risk
Education
City University of New York-College of Staten Island 2000 — 2004
Bachelor of Science, Finance
City University of New York-College of Staten Island 2000 — 2004
Bachelor of Science, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY